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Thomas James Frank

ON Investment Management Co.

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About Thomas James Frank

Thomas Frank has been providing financial guidance since 1984. With over 30 years of experience in the industry, Thomas has a thorough understanding of financial markets and a proven track record of success. He is a Certified Financial Planner™ professional. Thomas is currently registered with ON Investment Management Co. and offers his services to individuals, corporations, high-net-worth individuals, and pension and profit sharing plans. Thomas's expertise includes financial planning, portfolio management, and selection of other advisers.

Firm Information

Thomas Frank is currently registered with ON Investment Management Co.. ON Investment Management Co. is an investment advisor registered with the SEC with its main office in Cincinnati, Ohio. The firm has 206 licensed agents and manages approximately $2.2 billion in regulatory assets under management for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm offers financial planning, portfolio management, and other advisory services.
ON Investment Management Co.

ONE FINANCIAL WAY

CINCINNATI, OH 45242

$2.20B

Assets Under Management

275

Total Clients

196

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet

Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas Frank’s Registration & Firm History

PA

04/17/2017 - Present

ON Investment Management Co. (Pittsburgh PA)

PA

08/18/2010 - 04/14/2017

HORNOR, TOWNSEND & KENT, INC. (PITTSBURGH PA)

PA

03/13/1987 - 08/18/2010

RAYMOND JAMES FINANCIAL SERVICES, INC. (PITTSBURGH PA)

NA

01/25/1984 - 03/19/1987

PENN MUTUAL EQUITY SERVICES, INC.

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Licenses & Designations

BC

Issued 03/14/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Thomas James Frank. Review regulatory record here.
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